User Guide

How to use the Portal features as an end user. Explore dashboards, lists, notifications, profile settings, and accessibility options.

Portal User Guide

• Axon Ivy Portal
  • What You Can Do With Portal
  • About This Guide
  • Getting Started
• Dashboard
  • Introduction
  • Add a new widget
  • Clone a widget
• Dashboard Configuration
  • Overview
  • Private dashboards configuration
  • Public dashboards configuration
  • Permission Reference
• Complex Filter
  • Introduction
  • How to use
  • Save A Filter Set
  • Filter Set Management
  • Filter Operators
• Full Process List
  • Process List
  • Process Information
  • Permission Reference
• Full Task List
  • Task List Overview
  • Available Actions
  • Task Details
  • Permission Reference
• Full Case List
  • Case List Information
  • Case Details
  • Permission Reference
• Statistic Chart
  • Introduction
  • How to use
  • Available Standard Charts
  • How to configure new statistic chart
  • Advanced Configuration
  • Available values for configuring statistic chart
  • Sample: KPI Procurement Overview
• Portal Header
  • Key Features
  • User Settings
  • Global Search
  • Permission Reference
• My Profile
  • General settings
  • Process list configuration
  • Task list configuration
  • Case list configuration
  • Accessibility settings
  • Language settings
  • Notification Channels
• Notification
  • Accessing Notifications
  • Full Notification Page
• Portal Chat
  • HowTo: Activate chat
  • HowTo: Create a process chat related to a case
  • HowTo: Read/Send chat message
• Admin Settings
  • Available Tabs
  • Accessing Admin Settings
• Forgot Password
• Portal Multi Language
  • Translation Overview
• Accessibility
  • Keyboard Shortcuts Quick Reference
  • Why is Accessibility Important?
  • Accessibility Approach in the Axon Ivy Portal
  • Accessibility Dashboard Templates
• Demo Processes
  • Demo User Accounts
  • Example Processes
• QR Code
  • QR Code Features
  • Configuration
  • Using QR Codes
• AI Assistant